Filed November 29, 2021
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,563 | $118,337-37.0% | $189,537-60.7% | $93,010-19.8% |
| Participation rate | 97.0% | 89.1%+7.9pp | 87.8%+9.2pp | 73.9%+23.1pp |
| Annual return | -42.31% | 21.77%-64.1pp | 555.34%-597.6pp | 158.70%-201.0pp |
| Employer contribution / active EE | $21,628 | $4,204+414.4% | $6,161+251.1% | $2,705+699.5% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $100-100.0% | $12,048-100.0% | $152-100.0% |